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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
BlackRock
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
LPL Financial
California
$749M

Top Sellers

1
ST
Spinnaker Trust
Maine
$2.95M
2
UBS Group
UBS Group
Switzerland
$147M
3
EH
Equitable Holdings
New York
$0
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIF
326
Hill Island Financial
Michigan
$530K -$851K -17,136 -62%
SAM
327
Strategic Asset Management
Minnesota
$518K +$31.3K +631 +6%
CI
328
CX Institutional
Indiana
$515K -$85.9K -1,730 -14%
HR
329
Howe & Rusling
New York
$511K +$4.47K +90 +0.9%
FPS
330
Fieldpoint Private Securities
Connecticut
$491K -$103K -2,073 -17%
PFA
331
Pinnacle Family Advisors
Missouri
$491K +$63.4K +1,277 +15%
SS
332
Simplicity Solutions
Minnesota
$488K -$8.05K -162 -2%
BSSFA
333
Baron Silver Stevens Financial Advisors
Florida
$485K -$428K -8,643 -47%
PA
334
Parallel Advisors
California
$482K -$116K -2,332 -19%
OBWG
335
Onyx Bridge Wealth Group
New York
$475K -$73.7K -1,539 -13%
RC
336
RegentAtlantic Capital
New Jersey
$471K -$239K -4,817 -34%
AWM
337
Axxcess Wealth Management
California
$466K +$466K +9,391 New
VWA
338
V Wealth Advisors
Kansas
$461K +$52.7K +1,062 +13%
COCM
339
Charter Oak Capital Management
New Hampshire
$452K -$25.2K -508 -5%
VFPW
340
Vantage Financial Partners (Wisconsin)
Wisconsin
$447K +$1.54K +31 +0.3%
KIG
341
Kowal Investment Group
Wisconsin
$442K +$442K +8,898 New
SC
342
Savant Capital
Illinois
$441K -$19.3K -390 -4%
JIP
343
Jaffetilchin Investment Partners
Florida
$423K -$1.47K -31 -0.3%
PP
344
Prosperity Planning
Missouri
$410K – – –
TGAM
345
TBH Global Asset Management
Tennessee
$410K +$50 +1 +0%
RPWA
346
Regent Peak Wealth Advisors
Georgia
$409K -$366K -7,390 -47%
AWA
347
Arete Wealth Advisors
Illinois
$409K +$409K +8,235 New
CAAM
348
Cornerstone Advisors Asset Management
Pennsylvania
$407K – – –
PWP
349
Personal Wealth Partners
Minnesota
$406K – – –
FC
350
Financial Council
Maryland
$402K – – –
12 13
14
15 16